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About

The IFP AdvantageCollaborative Expertise

At Integrated Financial Partners®, we cut through the noise of conventional finance to build strategies as unique as your goals. Our mission is to transform the overwhelming—from debt management to retirement readiness—into a clear, actionable roadmap. By pairing team-based perspective with state-of-the-art technology, we challenge the status quo to protect and grow your wealth. Whether you’re navigating complex tax strategies or securing your family's legacy, our collaborative approach provides the objective guidance and "out-of-the-box" thinking you need to stay on course and retire with confidence.

Marco Moretti

Marco A. Moretti III, CRPC®, CLTC®

Wealth Planning Advisor

401-490-0290 x 308

Christopher C. Medeiros

Christopher C. Medeiros

Wealth Advisor

401-230-8090

Guido Sarcione

Guido M. Sarcione, ChFC®

Financial Planner

401-490-0290 ext 305

Lori Ann Blackmar

Lori Ann Blackmar

Director of Client Services

401-490-0290 ext 310

Ann Swartz, CLU, ChFC, CASL, CLF

Ann L. Swartz, CLU, ChFC, CASL, CLF

Chief Compliance Officer

Derek Chesley

Derek Chesley

Case Design Specialist

Gregory Freeman

Gregory Freeman

Advanced Planning Specialist

John Pastore

John C. Pastore, Jr., CRPC®

Senior Vice President of Professional Partners Program

Richard Austin, JD, LLM, CIMA®

Richard Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Steve Kolano, CFA

Steve Kolano, CFA

Chief Investment Officer

William Beaudoin

William Beaudoin

Vice President, Case Design

William D. Hackler

William D. Hackler

Retirement Plan Specialist

We Want To Hear From You

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